Gertsema Wealth Advisors
Gertsema Wealth Advisors is a financial advisory firm located in St. Joseph, Missouri. The firm specializes in comprehensive wealth management and personalized financial planning, focusing on transparency and client education. They prioritize a client-centric approach, beginning with a thorough understanding of each client's financial situation before making tailored investment recommendations....
GARCIA HAMILTON ASSOCIATES LP
We are a 100% employee-owned, Texas HUB, and MBE certified asset management firm with over $20 billion in high-quality, domestic fixed income assets under management (as of December 31, 2023).
Galway Holdings
Galway Holdings, LP is a financial services conglomerate that operates a diverse portfolio across insurance, technology, consulting, and wealth management. The company focuses on bridging business and community, emphasizing collaborative operations to drive success through innovation and risk-sharing solutions. It utilizes data analytics and client-centric strategies to meet global business...
Fusion Wealth Management
Advanced Planning for Entrepreneurs and Top-Level Executives. Make a Plan | Invest Wisely | Protect Your Wealth | Tax Planning
FundingShield
FundingShield is a financial technology and regulatory technology company based in Newport Beach, California. Founded in 2010, it specializes in fraud prevention and risk management solutions tailored for the residential mortgage industry. As the only MISMO-certified fintech, FundingShield offers B2B and B2B2C solutions that protect against wire and title fraud,...
FS Vector
FS Vector is a strategic consulting firm based in Washington, D.C., focused on the financial services sector. Founded in 2018, the company specializes in helping clients navigate the regulatory landscape, offering services to a diverse range of clients from early-stage ventures to established global organizations. FS Vector combines expertise in...
FourThought Private Wealth FourThought Financial LLC
FourThought Private Wealth, previously Pinkerton Private Wealth, is an independent Registered Investment Advisor with more than 50 years of experience in financial planning and investment management. Headquartered on Florida's Gulf Coast, we serve clients throughout the U.S.
We are a high-tech, high-touch company whose purpose is to help affluent individuals,...
ForthRight Wealth Management
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial planning based on your goals, your time frame, and your particular...
Fort Point Capital Partners
Fort Point Capital Partners is an SEC Registered Investment Advisor founded in 2008, with offices in San Francisco, New York City, and Los Angeles. The firm specializes in providing financial services to private and institutional investors.
For private investors, Fort Point Capital Partners offers customized wealth advisory services, including portfolio...
Fort Baker Capital Management
Established in 2015, Fort Baker is a leading institutional multi-strategy, catalyst driven investment firm. Founded on the principles of exceptional risk management and innovative alpha generation within our targeted markets, we are continually evolving in order to deliver differentiated and industry leading risk-adjusted returns for our clients.
FlexShares Exchange Traded Funds
FlexShares Exchange Traded Funds is a goal-oriented ETF provider managed by Northern Trust Asset Management. The company focuses on investment solutions that align with specific investor goals through its Flexible Indexing approach. As of December 31, 2024, FlexShares manages 28 ETFs with $20.3 billion in assets under management.
FlexShares employs...
FJ Capital Management
FJ Capital Management LLC is an investment advisory firm based in McLean, Virginia, founded in 2007. The firm specializes in investments within the financial services sector, particularly focusing on U.S. community and regional banks. As of December 2024, it manages $861.8 million in disclosed holdings and operates as an SEC-registered...
Fitzgerald Financial Group
Fitzgerald Financial Group is here to serve individuals, families, and businesses with an integrated plan that is right for you. We are independent financial advisors with broad expertise in financial and retirement planning.
Independent financial advisors provide access to a variety of financial products and can help you understand what...
Financial Plan Inc
Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we...
Ferential Systems Inc
Since 1996 Ferential Systems, Inc. has been a leading provider of cross-asset trading, processing, and portfolio risk management solutions. Top tier banks, broker dealers, insurance companies, advisory, and audit firms rely on our flagship system, PYRAMID, for derivative and foreign exchange trading and valuations, independent portfolio risk analytics, complete front-to-back...
Fairway Wealth Management LLC
Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. Our expert advice and advisory team leadership helps clients enjoy their wealth…in lifestyle, legacy, and peace of mind. We pride ourselves on leadership, service, and the ability to deliver reliable...
Evolution Markets Inc
Evolution Markets Inc. is a global financial services provider based in White Plains, NY, specializing in environmental and energy commodity markets. Founded in 2000 by experienced commodity brokers, the company has a dedicated team of 46 employees. It is recognized for its expertise in carbon markets, renewable energy, and natural...
Equipment Leasing and Finance Association
The Equipment Leasing and Finance Association (ELFA) is a trade association that represents the $1 trillion equipment finance sector in the U.S. Established in 1961, ELFA advocates for companies involved in equipment leasing and asset-based financing. Its diverse membership includes financial institutions, manufacturers, service providers, and technology firms across various...
Empire Wealth Management
Empire is a truly independent Global Wealth Optimization Firm. We work on behalf of our clients and not the banks and financial institutions. Our mission is to help our clients reduce the admin fees, performance fees and hidden commissions from their current investment and savings products, allowing them to reach...
Ellenbecker Investment Group
Ellenbecker Investment Group, Inc. is a financial services company based in Wisconsin, founded in 1996 by Karen J. Ellenbecker. The firm offers a wide range of financial planning services tailored to individuals, families, businesses, and partnerships. Their mission is to provide exceptional client service, uphold business integrity, and ensure fee...